Kaukauna, WI Office
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Edward Jones
Institution
Firm-wide stats for Edward Jones
About
Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.
The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.
Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.
Based on Edward Jones
Expertise
Based on Edward Jones
Location
Kaukauna WI
Advisors at this office
4
Advisors at this office
Melissa H
Series 66
Kaukauna, WI
Edward Jones
Melissa Hartzheim is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been employed at Edward Jones since 2016. Outside of her advisory role, she owns and operates The Hartzy Haven, a small business focused on creating and selling art pieces including acrylic paintings, ceramic coasters, and wood décor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Ryan P
Series 66
Kaukauna, WI
Edward Jones
Ryan Pomerening is a financial advisor with Edward Jones in Kaukauna, Wisconsin, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at MFL-MarMac Community School District as a football coaching consultant and has experience with Community Insurance of Iowa and Isle of Capri Casinos Inc. He has been involved as a coach at MFL MarMac High School for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Gabriel K
Series 66, Series 63
Kaukauna, WI
Edward Jones
Gabriel Koch is a financial advisor with Edward Jones in Kaukauna, WI, holding Series 66 and Series 63 designations and over 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeffrey K
Series 63
Kaukauna, WI
Edward Jones
Jeffrey Koch is a Series 63 licensed financial advisor with Edward Jones, based in Kaukauna, WI. He has 34 years of industry experience, having worked at Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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